Our Services

Phoenix Management provides a wealth of services to clients so they can avail themselves of our expertise.

Wealth/Portfolio Management

“Wide diversification is only required when investors do not understand what they are doing.” – Warren Buffett

Money may not be the most important thing in your life, however it is very high on the list. And just as not having enough money is difficult, so too is managing large sums of money.

What are considered large sums of money? Of course, that is often a relative rather than an absolute assessment. And just as this is an individual matter, so too is every client of Phoenix Management – a unique entity requiring one-of-a-kind, specialist attention.

One thing is for sure, if you are planning for retirement or want to achieve the best investment returns, you need the help of an expert. And just as you would not go to a doctor for financial advice, you should seek the best qualified experts where your hard earned money is concerned.

Phoenix Management has over a century in cumulative experience managing money, constructing portfolios, and ensuring that money will not be an issue when it comes to your future.

Expat Investing

“The world is your oyster.”

Many of our clients are expats. Be it for work, lifestyle, or retirement purposes, expats have taken the plunge and made the brave choice of uprooting themselves from their homeland.

As expats ourselves, Phoenix Management understands the special issues facing expat investors and the increased complexity involved in ensuring that requirements are satisfied in both your newly adopted homeland and your old one.

Whether a client has left their homeland for work-related or other reasons, we understand the validity of their choice and work diligently to ensure that, in this ever-shrinking world, their privacy is protected as well as possible from the prying eyes of those around us.

Special Situations

“Why does it always happen to someone else?”

It only takes one incredible investment to change the course of your life forever. We have all heard the stories of people who invested in Berkshire Hathaway, Microsoft, Google, or Facebook when they were still in their infancy and have subsequently secured not only their own financial future, but also those of their children and grandchildren.

These special situations do not come along very often, but when they do, you need to have access to them.

The principals of Phoenix Management, through their years of involvement in financial markets and extensive range of contacts, frequently have access to deals that fly under the radar of those not as well connected – deals that can make the difference between merely having an existence or living how you have always dreamed you wanted to live. These special situations may take the form of pre-IPO, IPO, or Emerging Market situations.